Market Beater

Beating the market since 2022

I like to buy MOATs undergoing negative narratives I dont believe in :)

[Market Beater @Marketbeating20]

PORTFOLIO UPDATE - 16.05.2026

Planning to sell $VITEC and $CSU.TO to buy more $NOW. I will follow up with my Thesis on why.

I do like the rest of my positions and where its going. Might also sell $FICO if they make a big move up anf also put it in $NOW and $ZETA

[Market Beater @Marketbeating20]

PORTFOLIO UPDATE - 23.03.2026

I know I said I dont want to open new positions but everything is so cheap and I was blessed with some new money so…

Added: $MSFT $MELI $FICO as watcher positions

$CSU is one I swingtrade/wanna sell when up 20% from here, no real longterm hold

[Market Beater @Marketbeating20]

@tilmancompounds Things get priced in instantly as soon as the end is insight you will see it in Mu and nubis stockprice. CAPEX cant continue like that much longer financially itself.
And if it was true like you said it would be priced in too already. So either way there is no free lunch

[Market Beater @Marketbeating20]

Should I sell $ASML and $GOOG ?

I love both companies and do agree to sell bc of valuation is a bad reason.
But holy *** both trade pretty high and lots of the quality seems to be priced in!?

But I honestly wouldnt know where to put the money rn either…

Any thoughts? 💭

[Market Beater @Marketbeating20]

@tilmancompounds Wdym you leanred it the hard way with Duolingo. Not enough time has passed. Wait 4 years and then you see the intrinsic value pulling through or not.
Whats your investment horizon? 6months?
Sry i dont mean to be rude its ok to be more of a short term investor

[Market Beater @Marketbeating20]

@anthonyiseman @tilmancompounds

[Market Beater @Marketbeating20]

@tilmancompounds @remindmetweets one year

[Market Beater @Marketbeating20]

@tilmancompounds $zeta is not undervalued bc of stockprice movemts. Its undervalued bc of its growth revenue to price ratio. The intrinsic value.
$MU like any stock that goes up 100x is at high risk of hype and therefore hype ending and therefore multiple compression. Semis wont RIP forever

[Market Beater @Marketbeating20]

@tilmancompounds Your comment sounds really bubble victim chasing quick gains and fast money for high risk. I invest big amounts of money so i have to be a bit more careful than to all in my money in the latest ai supplychanin stockthat might go down 80% again when money goes back to MAG7

[Market Beater @Marketbeating20]

@tilmancompounds What? $Asml was 20% of my portfolio at some point and as you can see still is 10%. So i took a bunch of gains of this semiconductor hype.
$META $ZETA and $AMZN are very much AI plays in my opinion in the longrun.

[Market Beater @Marketbeating20]

@joecarlsonshow Just sold another 20% and put it in $meta

[Market Beater @Marketbeating20]

@joecarlsonshow $ROAD

[Market Beater @Marketbeating20]

@AM57568836 @ariaradnia lmao, would be a fair call if you named good companies and not a bunch of hype trash...IF I WOULD SELL then for $meta or $MA

[Market Beater @Marketbeating20]

@ariaradnia

[Market Beater @Marketbeating20]

Is this the Market TOP?

@remindmetweets in 6 months.

[Just a Dude Who Invests @DudeWhoInvests]

Micron $MU, a trillion dollar company, is going up or down 20%+ daily

[Market Beater @Marketbeating20]

JUST CHECKED AND

Woooow

I REALLY DINDT EXPECT 44%

$DELL

[Aria Radnia 🇮🇷 @ariaradnia]

$DELL IS UP HOW MUCH AFTER HOURS?

[Market Beater @Marketbeating20]

Can someone recommend some good Stock Youtubers? 📈

[Pepe Invests @pepemoonboy]

This is CRAZY.

$META has the following monthly active users for each app:

- Facebook = 3.07 billion monthly users
- Instagram = 3 billion monthly users
- WhatsApp = 3 billion monthly users

If only 1% of the users for each app pay for the monthly subscription, they’ll generate $332m a month in revenue, $3.98 BILLION annualized.

Now, if 5% of the users for each app pay for the monthly subscription, they’ll generate $1.66B a month in revenue, $19.9 BILLION annualized.

Don’t even get me started on what 10%, to 15%, or 20% adoption would look like…

Now you understand why I have been so bullish on $META?

Their distribution network IS their moat.

[Market Beater @Marketbeating20]

@ariaradnia Make it 2 parts like adobe

[Market Beater @Marketbeating20]

@ariaradnia Whats your opinion on the Deliver hero acquisition? $UBER